Lead & Follow-up
We connect inquiry sources to lead records, assignment rules, and follow-up reminders so your team has a clear workflow.
View the scopeAll services
03 / Automation
Connect the Workflow. Lighten the Repetitive Work.
We build workflows for lead capture, follow-up reminders, and content preparation and publishing with your team's approval.
Discuss This ProjectScoped project · Your accounts · Optional maintenance
YOUR BUSINESS WORKFLOWWorkflow illustration
Your workflow
Record the inquiry
Check and approve
Notify the right person
Built in your accountsWebsite → AI → AutomationYour team stays in control
The deliverables
What We Build
- A map of triggers, workflow steps, and destination systems
- Tool connections based on your access and needs
- Approval rules, reminders, and failure handling
- Process logs, documentation, and training in your accounts
The workflow
How it fits together.
- 01Data or a brief arrives
- 02The system follows your rules
- 03Your team approves where needed
- 04Results are recorded and passed on
For teams still copying data, chasing follow-ups, or manually moving content between tools.
Choose the implementation
One service, shaped around your needs.
Choose what you need. We agree on the details before work starts.
Threads Automation
We build a system for drafting, approving, scheduling, and publishing Threads content through your business account.
View the scopeBlog Content
We build an article workflow from briefs and AI-assisted drafts through editorial review and publication to your own CMS.
View the scopeScope & costs
Know what you are building.
And what you are paying for.
Start with one clear workflow. Threads, blogs, and lead follow-up are implementation choices; tools and actions follow the project scope.
What You Need to Prepare
- A workflow to improve and its accountable owner
- Accounts and API access for the connected tools
- Agreed automated actions, approvals, and timing
Project build fee
Quoted after reviewing scope, technical access, and integrations. Scope, revisions, testing, and handover are agreed in writing.
Operating costs
Build fees are agreed before work begins. Hosting, domain, AI, and third-party services are paid directly through your accounts as required by the project.
Optional maintenance
Documentation, training, initial support, and defect warranty are defined in the proposal. Ongoing maintenance has its own scope, work allowance, and response times; new features are quoted separately.
Would this help your business?
Tell us what you need from Business Automation. We will explain the work and costs.